Charlotte-based, an independent, fee-only financial advisory firm Keatley Wealth Management (KWM), has joined Modera Wealth Management. As of January 1, 2020, the merger was official.
This merger further strengthens both the company’s already robust capabilities in offering fee-only investment management and financial planning. The whole team of Keatley Wealth Management has joined Modera. And while they continue to serve customers out of their office at Colony Road, they presently have access to additional resources, including best-in-class technology and the many Modera advisers who specialize in supporting customers with exceptional needs.
The two principals of KWM, Jenny I. Martella, MBA, CFP, Director of Financial Planning, and Karen Keatley, MBA, CFA, CFP, President and Chief Investment Officer, are shareholders at Modera and completely participated in leadership decisions. Also, Ms. Keatley has joined the Board of Directors of Modera, and sits on Modera’s Investment Committee, while Ms. Martella has joined the Financial Planning Committee, which is responsible for building firm-wide financial planning standards.
Ms. Keatley stated that Keatley Wealth Management and Modera share a wealth management philosophy and an investment approach, and both are dedicated to providing independent, fee-only advice to their customers. Modera believes that the merger will enhance the resources and expertise they can provide to their clients while maintaining a personalized relationship with each of them.
Modera offers fee-only, customized financial guidance, Like KWM. Each customer is cared for by a team of financial specialists concentrated on addressing their requirements, helping them to avoid pitfalls, and keeping them focused on their goals.
Robert Siefert, President and Principal of Modera said that growing their firm in order to better serve clients as well as offer additional resources and opportunities to their employees is part of an ongoing mission of Modera. This merger with Keatley Wealth Management, a company dedicated to providing unbiased financial advice to customers, further supports their continued independence and commitment to a fee-only approach.